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Latest Stock Portfolios of the World’s Best Investors & Hedge Funds

Name AUM AUM
Growth
AUM
Growth %
Quarter Est. Return 3 Year Est. Return Holdings Portfolio Turnover
SVWA
6651
Sarver Vrooman Wealth Advisors
Missouri
$162M +$5.04M +3% 3.33% 140 3.57%
PCP
6652
Panoramic Capital Partners
Oregon
$162M -$734K -0.5% 3% 65 7.69%
MAG
6653
M3 Advisory Group
Massachusetts
$162M -$1.78M -1% 1.89% 155 12.26%
BCA
6654
Bay Capital Advisors
Virginia
$162M -$1.66M -1% 1.82% 116 12.07%
BC
6655
Bulwark Capital
Florida
$162M +$21.6M +15% 1.47% 101 5.94%
LIM
6656
Lagoda Investment Management
New York
$162M -$10.5M -6% 15.3% 193% 28 21.43%
TMC
6657
Themes Management Co
Connecticut
$162M +$28.3M +21% 22.1% 175 33.14%
IPAM
6658
Investment Partners Asset Management
New Jersey
$162M +$1.32M +0.8% 1.66% 170 10.59%
MF
6659
Manuka Financial
Virginia
$162M +$844K +0.5% 0.12% 57 1.75%
HG
6660
Herbst Group
Connecticut
$162M -$8.04M -5% 0.58% 139% 79 46.84%
SWMG
6661
Stillwater Wealth Management Group
Florida
$162M +$14.3M +10% 0.17% 79 10.13%
GWM
6662
Greenhouse Wealth Management
Connecticut
$162M -$7.37M -4% 2.93% 65.7% 62 11.29%
GPA
6663
Guerra Pan Advisors
New Jersey
$162M -$6.88M -4% 3.57% 105% 124 11.29%
CFG
6664
Carter Financial Group
Illinois
$162M -$6.91M -4% 3.05% 131 11.45%
PFA
6665
Petra Financial Advisors
Colorado
$162M -$8.8M -5% 5.63% 129% 160 40.63%
FC
6666
Fore Capital
New York
$162M -$144M -47% 0.54% 26.1% 65 72.31%
GFM
6667
GEN Financial Management
Minnesota
$162M +$2.71M +2% 1% 51 7.84%
AAG
6668
Accordant Advisory Group
Maryland
$161M +$16.5M +11% 9.3% 264 43.56%
BCG
6669
BayBridge Capital Group
California
$161M $0 0% 1.16% 95 0%
CCW
6670
Coastline Complete Wealth
South Carolina
$161M +$2.56M +2% 3.68% 59 22.03%
LC
6671
Lavelle Capital
California
$161M +$3.29M +2% 9.27% 102 44.12%
IC
6672
Innealta Capital
Texas
$161M -$23.8M -13% 2.32% 52.1% 99 38.38%
GWA
6673
Gutierrez Wealth Advisory
Arkansas
$161M +$1.77M +1% 2.06% 72 16.67%
FPWM
6674
Five Pine Wealth Management
Idaho
$161M +$4.96M +3% 1.12% 47 10.64%
RCWM
6675
Royal Capital Wealth Management
Indiana
$161M -$8.82M -5% 3.94% 75.9% 98 7.14%